Use People & order to decide who receives an invitation and when they need to act.
Add a recipient
Open your draft and select People & order.
Enter the person's Full name and Email address.
Select Add a person to include more people in the same stage.
Use a different email address for every recipient, including people who receive a copy.
Add the people who must sign or approve.
Choose what people must do
Under What do they need to do?, choose:
Sign the document: people complete the signing request.
Approve without signing: people review and approve the document without adding a signature.
The role applies to the whole stage. Put approvers and signers in separate stages when they need different roles.
Choose who must finish
Everyone: everyone in the stage must finish before the next stage begins.
Any one person: the first person to finish completes the stage. The other people in that stage no longer need to act.
For example, use Any one person when either of two authorized approvers can approve an agreement.
Set a signing order
Add the people who must act first to First stage.
Select Add the next stage.
Add the people who act after the first stage finishes.
Use the stage arrow controls if you need to change the order.
For example, place an internal approver in stage 1 and the customer in stage 2. The customer waits until the approval stage finishes.
Use stages to control the order of responses.
Use a saved group
Choose a group under Use a saved signing group to copy its people into a stage. Later changes to that saved group do not change this document.
Add people who only need a copy
Under Send a copy to someone, select Add a copy recipient. These people receive updates and the completed agreement. They do not sign.
Optional timing and conditions
Open Timing & conditions to add a delay or a condition. A later stage's delay starts after the previous stage finishes. A first-stage delay starts after sending.
Conditions use document details. If no details are available, add them through Write a document. Review the conditions and delays under Signing journey before sending.
After changing people, roles, or stage order, return to Prepare and check field assignments again.